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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $25,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,290 | $46,173-43.1% | $170,435-84.6% | $69,631-62.2% |
| Participation rate | 45.0% | 63.9%-18.9pp | 83.6%-38.6pp | 70.7%-25.7pp |
| Annual return | 14.05% | 21.62%-7.6pp | 205.94%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $435 | $1,610-73.0% | $5,432-92.0% | $2,032-78.6% |
| Participant deferral / active EE | $1,072 | $2,080-48.5% | $4,939-78.3% | $3,224-66.7% |
| Admin fee / account holder | $120 | $116+3.1% | $13,881-99.1% | $110+8.2% |